Purchases and Sales Made in Q3 2022 in Ishares Treasury Floating Rate (TFLO)
This table provides information about the institutional ownership of Ishares Treasury Floating Rate (TFLO) during Q3 2022. The information is specifically focused on institutions that hold shares of ISHARES TREASURY FLOATING RATE.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.31M+ 297.54% |
$267M - $268M
|
7.09M
$359M
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.78MNew |
$89.5M - $89.8M
|
1.78M
$89.8M
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.71M+ 194.21% |
$86.3M - $86.5M
|
2.6M
$131M
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.65M+ 328.68% |
$83M - $83.2M
|
2.15M
$109M
|
|
Nov 10, 2022
Q3 2022
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
1.35M+ 28874.76% |
$68M - $68.2M
|
1.35M
$68.5M
|
|
Oct 24, 2022
Q3 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
1.27M+ 200.14% |
$63.7M - $63.9M
|
1.9M
$96M
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
1.16MNew |
$58.5M - $58.7M
|
1.16M
$58.7M
|
|
Oct 27, 2022
Q3 2022
|
West End Advisors, LLC
|
BUY
|
- |
1.08MNew |
$54.5M - $54.7M
|
1.08M
$54.7M
|
|
Nov 07, 2022
Q3 2022
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
948KNew |
$47.7M - $47.9M
|
948K
$47.9M
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
921K+ 28.03% |
$46.3M - $46.5M
|
4.2M
$213M
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
879K+ 405.65% |
$44.2M - $44.4M
|
1.1M
$55.4M
|
|
Oct 27, 2022
Q3 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
873KNew |
$43.9M - $44.1M
|
873K
$44.1M
|
|
Oct 05, 2022
Q3 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
855KNew |
$43M - $43.2M
|
855K
$43.2M
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
849K+ 62.52% |
$42.7M - $42.9M
|
2.21M
$112M
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
813K+ 62.75% |
$40.9M - $41.1M
|
2.11M
$107M
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
BUY
|
- |
625K+ 3660.37% |
$31.5M - $31.6M
|
642K
$32.5M
|
|
Nov 08, 2022
Q3 2022
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
603KNew |
$30.4M - $30.5M
|
603K
$30.5M
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
423K+ 25.87% |
$21.3M - $21.4M
|
2.06M
$104M
|
|
Nov 07, 2022
Q3 2022
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
389KNew |
$19.6M - $19.6M
|
389K
$19.6M
|
|
Nov 02, 2022
Q3 2022
|
Victory Capital Management Inc
|
BUY
|
- |
374KNew |
$18.8M - $18.9M
|
374K
$18.9M
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
317K+ 178.67% |
$15.9M - $16M
|
494K
$25M
|
|
Nov 14, 2022
Q3 2022
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
272KNew |
$13.7M - $13.7M
|
272K
$13.7M
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
239K+ 47.29% |
$12M - $12.1M
|
744K
$37.6M
|
|
Nov 08, 2022
Q3 2022
|
Element Wealth, LLC
|
BUY
|
- |
232KNew |
$11.7M - $11.7M
|
232K
$11.7M
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
230K+ 39.81% |
$11.6M - $11.6M
|
808K
$40.8M
|
|
Nov 14, 2022
Q3 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
215KNew |
$10.8M - $10.8M
|
215K
$10.8M
|
|
Oct 25, 2022
Q3 2022
|
Tillar Wenstrup Advisors, LLC
|
BUY
|
- |
201KNew |
$10.1M - $10.2M
|
201K
$10.2M
|
|
Nov 07, 2022
Q3 2022
|
Steward Financial Group LLC
|
BUY
|
- |
196KNew |
$9.88M - $9.91M
|
196K
$9.92M
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
171KNew |
$8.6M - $8.63M
|
171K
$8.64M
|
|
Oct 20, 2022
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
158KNew |
$7.96M - $7.99M
|
158K
$8M
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
139K+ 106.25% |
$6.99M - $7.01M
|
269K
$13.6M
|
|
Oct 18, 2022
Q3 2022
|
Wj Wealth Management, LLC
|
BUY
|
- |
134KNew |
$6.76M - $6.79M
|
134K
$6.79M
|
|
Nov 10, 2022
Q3 2022
|
Retirement Capital Strategies
|
BUY
|
- |
123KNew |
$6.19M - $6.21M
|
123K
$6.21M
|
|
Nov 14, 2022
Q3 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
117KNew |
$5.9M - $5.92M
|
117K
$5.93M
|
|
Nov 08, 2022
Q3 2022
|
Jrm Investment Counsel, LLC
|
BUY
|
- |
107KNew |
$5.39M - $5.41M
|
107K
$5.42M
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
99.8K+ 99.6% |
$5.02M - $5.04M
|
200K
$10.1M
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
97.3K+ 252.83% |
$4.9M - $4.92M
|
136K
$6.87M
|
|
Oct 17, 2022
Q3 2022
|
J2 Capital Management Inc
|
BUY
|
- |
90.6KNew |
$4.56M - $4.58M
|
90.6K
$4.58M
|
|
Nov 10, 2022
Q3 2022
|
Fortune 45 LLC
|
BUY
|
- |
89.9KNew |
$4.53M - $4.54M
|
89.9K
$4.54M
|
|
Oct 31, 2022
Q3 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
89.8KNew |
$4.52M - $4.53M
|
89.8K
$4.54M
|
|
Nov 03, 2022
Q3 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
86.2KNew |
$4.34M - $4.36M
|
86.2K
$4.36M
|
|
Oct 31, 2022
Q3 2022
|
James Investment Research Inc
|
BUY
|
- |
85.5K+ 31302.56% |
$4.3M - $4.32M
|
85.7K
$4.33M
|
|
Nov 07, 2022
Q3 2022
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
82.5KNew |
$4.15M - $4.17M
|
82.5K
$4.17M
|
|
Oct 27, 2022
Q3 2022
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
80.4K+ 195.43% |
$4.05M - $4.06M
|
122K
$6.15M
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
75KNew |
$3.78M - $3.79M
|
75K
$3.79M
|
|
Nov 14, 2022
Q3 2022
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
70.8K+ 42.47% |
$3.56M - $3.57M
|
237K
$12M
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
70.5KNew |
$3.55M - $3.56M
|
70.5K
$3.57M
|
|
Oct 18, 2022
Q3 2022
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
59.1KNew |
$2.98M - $2.99M
|
59.1K
$2.99M
|
|
Nov 09, 2022
Q3 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
55.4K+ 4.43% |
$2.79M - $2.8M
|
1.3M
$65.9M
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
55.2K+ 268.33% |
$2.78M - $2.79M
|
75.7K
$3.83M
|